Dale A. Walters

Dale A. Walters

| CFP®, CPA, PFS

Keats, Connelly and Associates, LLC

KeatsConnelly specializes in cross-border wealth management helping Canadians and Americans realize their dreams of a cross-border lifestyle.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

1880 N. Congress Avenue
Suite 302
Boynton Beach, FL 33426-8671

3336 North 32nd Street
Suite 100
Phoenix, AZ 85018-6241

Dale Walters is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Dale Walters is a Fee Only Financial planner in Phoenix, Arizona and is a NAPFA-Registered Financial Advisor.

Dale is a partner and CEO of KeatsConnelly, the largest cross-border wealth management firm in North America specializing in helping Canadians and Americans realize their dreams of a cross-border lifestyle.  Serving clients for over thirty years, Dale was twice named one of the top financial advisors in the US by Mutual Fund Magazine, and has led the firm to numerous awards, including being named one of Arizona’s Most Admired Companies, Phoenix Chamber’s Impact award for Company Culture, the Alfred P. Sloan award for Workplace Flexibility and the Better Business Bureau award for Ethics.  He is a frequent speaker on US-Canada financial planning and tax related issues, and is the author of Buying Real Estate in the US – The Concise Guide for Canadians and co-author of Taxation of Canadians in America: Are You at Risk?

Awards & Recognition

 

 

Outstanding Leadership Award AZ Family College Savings Plan Oversight Committee, 2008

Finalist for Phoenix Chamber of Commerce Small Business Person of the Year award, 2006

Top US Financial Advisor – Mutual Funds Magazine, 2001 & 2002